QuickBooks Cleanup for CPA Prep

@kastriotthaqig

With over a decade of experience under my belt, a QuickBooks certification and a multitude of satisfied clients who can vouch for the quality of my work, I'm confident that I'm the ideal fit for your project. My history includes working with several businesses similar to yours - handling accounts and finance, ensuring their books are in shipshape for CPA approval. I understand that time is of the essence here and I'm proud to say I thrive under pressure. This, coupled with my efficient style and attention to detail, allows me to complete tasks swiftly while guaranteeing an error-free outcome. In fact, many clients have lauded my performance especially in reconciliations and financial report generation which should help me make quick work of your cleanup needs.

@burhanhabib786

Hello, I have read and understood your project details for QBO clean up and reconciliation. I will categorise transactions, apply payments to invoices and bills to correct your customer and vendor balances. I will reconcile your bank and credit card balances. I am expert and experienced in this field. Feel free to text me and discuss your further requirements. Thank You

@dgled

Hi, I’m a finance and accounting professional with 35+ years of experience in bookkeeping, reconciliations, financial reporting, and QuickBooks Online cleanup. I work exclusively with QuickBooks Online and have extensive experience preparing books for CPA and tax filing. I can fully clean and reconcile your QBO file through the current month, ensuring every bank and credit card balance matches the source statements exactly. You will receive a clean, CPA-ready file with reconciliation reports saved in QuickBooks, so your accountant can move directly into tax preparation without delays or surprises. I will also review uncategorized or misclassified transactions, identify tax-sensitive coding issues, and provide a concise adjustment summary highlighting anything material that should be discussed with your CPA. Final deliverables include: • Fully reconciled bank and credit card accounts • Reconciliation reports saved inside QBO • Clean General Ledger and Trial Balance ready for export • Summary of corrections, discrepancies, and recommendations My strong background in accounting, audit support, and financial analysis allows me to quickly identify inconsistencies and resolve them accurately.

@mussadiq3

Hi, I have carefully reviewed your requirements and I’m confident I can get your QuickBooks Online file fully reconciled and CPA-ready. I am a CPA and CBA qualified accountant with over 5 years of experience in QuickBooks cleanup, account reconciliations, bookkeeping, and year-end financial reporting. I am also experienced in identifying coding errors, uncategorized transactions, duplicate entries, and reconciliation discrepancies that can impact tax reporting. I can reconcile all bank and credit card accounts against your statements through the current month, ensure reconciliation reports are properly saved within QuickBooks, and verify that balances tie accurately to supporting documentation. During the review, I will identify and flag any material misclassifications, missing information, or tax-sensitive items that should be addressed before the file is provided to your CPA. Upon completion, I will provide a concise summary of adjustments made, outstanding items requiring attention, and deliver a clean General Ledger and Trial Balance that fully reconcile to the books. Depending on the number of accounts and transaction volume, most cleanup and reconciliation projects can be completed within a few days of receiving access and statements. Please open the chat so we can discuss the number of accounts, reconciliation status, and timeline further. Thanks & regards, Mussadiq Hussain

@faizan1091

Hi, QuickBooks Online Certified professional here. I can reconcile all bank and credit-card accounts through the current financial year till date, identify and correct miscategorized or uncategorized transactions, and ensure your books are fully CPA-ready. Deliverables: ✔ Complete reconciliation of all bank and credit-card accounts ✔ Reconciliation reports saved in QBO ✔ Year-end General Ledger and Trial Balance tied to reconciliations ✔ Summary of material adjustments and CPA discussion items Once I receive accountant access and bank statements, I can begin immediately. Estimated turnaround: 15th July. Could you confirm how many bank/credit-card accounts require reconciliation and the last reconciled month? I look forward to helping you get your books clean, accurate, and ready for tax preparation. Thank you Faizan

@mdaltas5

June 18, 2026 Hello I’m an IRS active PTIN registered and an MBA degree with tax professional in my field. Over 2 years of experience in preparing U.S. individual and business tax returns. I take pride in ensuring every federal and state return is completed with precision, filed promptly and delivered in a clean PDF format. In addition, Certified QuickBooks Advanced ProAdvisor & Xero Advisor and certified by the Government of Bangladesh. I’m proficient with ProConnect, Drake, TurboTax and TaxSlayer ensuring clients receive accurate, efficient and compliant results. Best regards Md. Altas Uddin

@Danzy262

Hi I will reconcile every bank and credit-card account in QuickBooks Online, clean up uncategorized or misclassified transactions, and leave your books CPA-ready with supporting reports that tie back to the underlying statements. I understand the priority is accuracy and a smooth tax-preparation handoff. I’ll review each account against the provided statements, resolve reconciliation discrepancies, flag tax-impacting issues, and document any material adjustments made. What you’ll get: • Complete bank and credit-card reconciliations through the current month • Reconciliation reports saved within QuickBooks Online • Review and correction of mis-coded or uncategorized transactions • CPA-ready General Ledger and Trial Balance • Summary report of adjustments, exceptions, and CPA discussion items I’m a verified freelancer and I’ve completed similar QuickBooks cleanup and reconciliation projects with 5⭐ feedback for accuracy and delivery. Timeline: 2–4 days Bid: $20/hr Please send me a message so we can get started immediately.